Blog & News
2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform
The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the highest-rated custodial platform in the [...]
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The FAFSA Simplification Act will make sweeping changes to an already confusing and complex financial aid process. With great change comes great opportunity. Join us to learn what challenges [...]
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A decumulation planning software service that provides truly dynamic retirement income planning, tax-smart distributions and an auto-populated, one-page interactive dashboard to track retirement and ongoing distributions. Income Lab's advanced [...]
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David leads Portfolio Management and Research for Markin and regularly speaks with advisors that use the services of SSG. David has been an invited speaker at numerous family offices, [...]
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Presented by Helen Yang, CFA, Founder and CEO of Andes Wealth Technologies. If you are not satisfied with the risk tolerance and onboarding solutions on the market, come to [...]
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The presentation will review model portfolios for how they may be adversely impacted in economic scenarios such as a soft landing, hard landing, or stagflation. Stress tests will be [...]
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Sometimes life isn't fair. In spite of lifelong saving and careful budgeting, things don't always turn out as planned. How can you help someone with a broken retirement? In [...]
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Join us for a new style of digital planning engagement that can immediately increase the ROI of your advice. This 45-minute session will demonstrate how PlantechHub has created the [...]
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In this high-level demo and inside look into Snappy Kraken, you'll learn all about our program so you can decide if it's a great fit for your business goals. [...]
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Presented by College Aid Pro - College costs continue to rise and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As [...]
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Please join us to learn more about Advyzon's industry-leading all-in-one technology solution. Along with a product overview, they will highlight some of their latest enhancements including deep integration with [...]